Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334B
AUM Growth
-$65.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,050
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$544M
3
+$425M
4
NOW icon
ServiceNow
NOW
+$395M
5
TAL icon
TAL Education Group
TAL
+$387M

Top Sells

1
+$1.14B
2
+$1.08B
3
+$954M
4
QCOM icon
Qualcomm
QCOM
+$688M
5
AVGO icon
Broadcom
AVGO
+$573M

Sector Composition

1 Technology 12.54%
2 Healthcare 10.36%
3 Financials 9.14%
4 Consumer Discretionary 7.65%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3151
$3.85M ﹤0.01%
174,281
+37,582
3152
$3.85M ﹤0.01%
148,721
-45,656
3153
$3.85M ﹤0.01%
727,771
-4,756,465
3154
$3.85M ﹤0.01%
333,330
+138,965
3155
$3.84M ﹤0.01%
166,290
-10,474
3156
$3.84M ﹤0.01%
95,618
-66,994
3157
$3.83M ﹤0.01%
279,553
-94,293
3158
$3.83M ﹤0.01%
147,358
-255,582
3159
$3.83M ﹤0.01%
298,861
-43,418
3160
$3.83M ﹤0.01%
271,978
-58,557
3161
$3.83M ﹤0.01%
125,928
+26,648
3162
$3.82M ﹤0.01%
181,554
-51,287
3163
$3.81M ﹤0.01%
98,497
-53,257
3164
$3.81M ﹤0.01%
197,306
-10,096
3165
$3.81M ﹤0.01%
186,833
+101,184
3166
$3.81M ﹤0.01%
233,171
-65,879
3167
$3.78M ﹤0.01%
220,754
-52,322
3168
$3.78M ﹤0.01%
162,156
+30,253
3169
$3.78M ﹤0.01%
305,500
+72,060
3170
$3.77M ﹤0.01%
48,755
-4,961
3171
$3.76M ﹤0.01%
133,217
-15,148
3172
$3.75M ﹤0.01%
609,069
-63,081
3173
$3.75M ﹤0.01%
590,643
+107,850
3174
$3.75M ﹤0.01%
59,303
+17,977
3175
$3.75M ﹤0.01%
279,243
+49,019
125 126
127
128 129